Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-47- 8.36% |
$17.9K - $19.7K
|
515
$342K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-48- 7.26% |
$18.3K - $20.1K
|
613
$407K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-49- 7.5% |
$18.7K - $20.5K
|
604
$401K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-49- 1.23% |
$18.7K - $20.5K
|
3.94K
$2.62M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-49- 0.84% |
$18.7K - $20.5K
|
5.79K
$3.85M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-50- 1.46% |
$19.1K - $20.9K
|
3.38K
$2.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-50- 1.82% |
$19.1K - $20.9K
|
2.7K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-50- 6.9% |
$19.1K - $20.9K
|
675
$448K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-50- 9.16% |
$19.1K - $20.9K
|
496
$329K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-50- 1.74% |
$19.1K - $20.9K
|
2.82K
$1.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-51- 3.45% |
$19.4K - $21.4K
|
1.43K
$949K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-51- 1.36% |
$19.4K - $21.4K
|
3.71K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-51- 0.76% |
$19.4K - $21.4K
|
6.67K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-51- 1.96% |
$19.4K - $21.4K
|
2.55K
$1.69M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-51- 5.7% |
$19.4K - $21.4K
|
843
$560K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-52- 4.66% |
$19.8K - $21.8K
|
1.06K
$706K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-53- 4.09% |
$20.2K - $22.2K
|
1.24K
$826K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-54- 8.33% |
$20.6K - $22.6K
|
594
$394K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-55- 0.55% |
$21K - $23K
|
10K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-55- 1.74% |
$21K - $23K
|
3.11K
$2.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-56- 0.49% |
$21.3K - $23.4K
|
11.4K
$7.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-56- 1.84% |
$21.3K - $23.4K
|
2.99K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-56- 2.59% |
$21.3K - $23.4K
|
2.11K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-57- 3.0% |
$21.7K - $23.9K
|
1.84K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-57- 0.64% |
$21.7K - $23.9K
|
8.79K
$5.84M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-57- 0.46% |
$21.7K - $23.9K
|
12.2K
$8.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-58- 4.31% |
$22.1K - $24.3K
|
1.29K
$855K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-58- 1.37% |
$22.1K - $24.3K
|
4.18K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-58- 0.16% |
$22.1K - $24.3K
|
36.4K
$24.2M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-59- 0.38% |
$22.5K - $24.7K
|
15.7K
$10.4M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-61- 7.84% |
$23.2K - $25.5K
|
717
$476K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-61- 3.38% |
$23.2K - $25.5K
|
1.75K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-62- 1.66% |
$23.6K - $26K
|
3.67K
$2.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-63- 3.85% |
$24K - $26.4K
|
1.57K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-63- 9.36% |
$24K - $26.4K
|
610
$405K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-64- 0.18% |
$24.4K - $26.8K
|
34.6K
$23M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-64- 3.6% |
$24.4K - $26.8K
|
1.72K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-65- 4.3% |
$24.8K - $27.2K
|
1.45K
$961K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-65- 0.79% |
$24.8K - $27.2K
|
8.21K
$5.45M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-65- 4.22% |
$24.8K - $27.2K
|
1.48K
$980K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-65Closed |
$24.8K - $27.2K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-66- 2.48% |
$25.2K - $27.6K
|
2.59K
$1.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-66- 2.61% |
$25.2K - $27.6K
|
2.46K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-66- 0.25% |
$25.2K - $27.6K
|
25.9K
$17.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-68- 11.85% |
$25.9K - $28.5K
|
506
$336K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-68- 1.3% |
$25.9K - $28.5K
|
5.15K
$3.42M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-69- 0.56% |
$26.3K - $28.9K
|
12.2K
$8.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70- 4.47% |
$26.7K - $29.3K
|
1.5K
$994K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70- 0.71% |
$26.7K - $29.3K
|
9.84K
$6.53M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-70- 0.22% |
$26.7K - $29.3K
|
32.3K
$21.4M
|